Mitchell R. Owen,  CFP<sup>&reg;</sup> - Financial Advisor

Mitchell R. Owen, CFP®

CLU,

Financial Advisor

Cornerstone Planning Group, LLC

400 Greenwood Ave
Wyncote, PA 19095-1897
FINANCIAL ADVISOR'S WEBSITE
(610) 383-6060

General

Mitchell Owen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Planning Group, LLC in Wyncote, PA and the surrounding communities.

Financial Advisor Overview

I provide advice for retirement planning including asset positioning, SS selection, pension decisions and lifestyle options based on supporting you to have the best retirement for you.

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Financial Advisor Experience

I have twenty-one (21) years experience in the Financial Planning Field and over 40 years of interviewing and listening carefully.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance: PA, NJ, NY, CA, DE
  • Fixed annuities: PA, NJ, NY, CA, DE

Broker-Dealer Affiliation

NYLife Securities, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Annuities, Asset Allocation, Career Change, Investment Management, Irregular Income, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources